See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,936 | $127,386-1.1% | $115,037+9.5% | $125,391+0.4% |
| Participation rate | 92.9% | 84.2%+8.7pp | 81.4%+11.5pp | 83.2%+9.7pp |
| Annual return | -1.01% | 31.28%-32.3pp | 26.14%-27.2pp | 282.22%-283.2pp |
| Employer contribution / active EE | $1,660 | $5,166-67.9% | $4,608-64.0% | $4,866-65.9% |
| Participant deferral / active EE | $4,428 | $6,423-31.1% | $6,026-26.5% | $5,352-17.3% |
| Admin fee / account holder | $43 | $9,516-99.5% | $8,175-99.5% | $9,540-99.6% |